Assetmark Inc. Boosts Holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Assetmark Inc. increased its holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDAFree Report) by 262.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,052 shares of the exchange traded fund’s stock after purchasing an additional 762 shares during the period. Assetmark Inc.’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $31,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Hamilton Point Investment Advisors LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the 4th quarter. Hamilton Point Investment Advisors LLC now owns 840 shares of the exchange traded fund’s stock worth $25,000 after acquiring an additional 420 shares during the last quarter. American Capital Advisory LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 101.1% in the 4th quarter. American Capital Advisory LLC now owns 879 shares of the exchange traded fund’s stock worth $26,000 after acquiring an additional 442 shares during the last quarter. Bristlecone Advisors LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 101.1% in the 4th quarter. Bristlecone Advisors LLC now owns 913 shares of the exchange traded fund’s stock worth $27,000 after acquiring an additional 459 shares during the last quarter. Bartlett & CO. Wealth Management LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the 4th quarter. Bartlett & CO. Wealth Management LLC now owns 972 shares of the exchange traded fund’s stock worth $29,000 after acquiring an additional 486 shares during the last quarter. Finally, Iron Horse Wealth Management LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the 4th quarter. Iron Horse Wealth Management LLC now owns 1,092 shares of the exchange traded fund’s stock worth $32,000 after acquiring an additional 546 shares during the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Price Performance

NYSEARCA:FNDA opened at $27.50 on Monday. The company has a market cap of $8.58 billion, a price-to-earnings ratio of 17.80 and a beta of 1.22. The stock’s 50 day simple moving average is $29.60 and its two-hundred day simple moving average is $29.97. Schwab Fundamental U.S. Small Company Index ETF has a 1 year low of $26.38 and a 1 year high of $32.71.

About Schwab Fundamental U.S. Small Company Index ETF

(Free Report)

The Schwab Fundamental U.S. Small Company Index ETF (FNDA) is an exchange-traded fund that is based on the Russell RAFI Small Company US index. The fund tracks a fundamentally selected and weighted Russell index of small firms based on adjusted sales, retained operation cash flow, and dividends plus buybacks.

Further Reading

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Institutional Ownership by Quarter for Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

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